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Baldwin Wealth Partners’s Boston Omaha BOC Stock Holding History

Baldwin Wealth Partners’s Portfolio BOC Stock Details BOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-600
Closed -$23K – 628
2021
Q3 		$23K Hold
600
– – ﹤0.01% 437
2021
Q2 		$19K Hold
600
– – ﹤0.01% 472
2021
Q1 		$18K Buy
+600
New +$21.7K ﹤0.01% 466

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baldwin Wealth Partners's BOC Position: Q4 2021 in Review

Baldwin Wealth Partners sold out of Boston Omaha (BOC) in Q4 2021, closing a stake of 600 shares — an estimated $23K sold.

Baldwin Wealth Partners first reported a position in BOC in Q1 2021 and held it in 3 quarters. The position peaked at $23K in Q3 2021. 117 funds tracked by Wall St. Rank hold BOC as of Q4 2021.

  • Baldwin Wealth Partners reported no remaining Boston Omaha position as of Q4 2021 after selling out during the quarter.
  • Baldwin Wealth Partners sold 600 Boston Omaha shares in Q4 2021, an estimated $23K.
  • Baldwin Wealth Partners first reported a position in Boston Omaha in Q1 2021 and held it in 3 quarters.
  • Baldwin Wealth Partners's Boston Omaha position peaked at $23K in Q3 2021.
  • 117 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2021.

Based on Baldwin Wealth Partners's 13F filing for Q4 2021, filed 14 Jan 2022.